LPL Financial’s First TrustValue Line 100 Exchange-Traded FVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3.02M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Sell |
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|
2019
Q3 | $230K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $225K | Buy |
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|
2018
Q2 | $217K | Sell |
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|
2018
Q1 | $223K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $238K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.11M | Sell |
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|
2016
Q2 | $1.29M | Sell |
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|
2016
Q1 | $2.48M | Sell |
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|
2015
Q4 | $2.68M | Buy |
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|
2015
Q3 | $1.47M | Sell |
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|
2015
Q2 | $2.29M | Buy |
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|
2015
Q1 | $2.27M | Buy |
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|
2014
Q4 | $1.56M | Buy |
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|
2014
Q3 | $1.4M | Sell |
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|
2014
Q2 | $1.9M | Buy |
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|
2014
Q1 | $1.45M | Buy |
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|
2013
Q4 | $1.18M | Buy |
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|
2013
Q3 | $907K | Buy |
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|
2013
Q2 | $506K | Buy |
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